Lathem FR700 Installation guide

PayClock

®

EZ

Face Recognition System

User’s Guide

THIS EQUIPMENT COMPLIES WITH FCC CLASS-B REQUIREMENTS

PURSUANT SUBPART J OF PART-15

This device complies with Part 15 of the FCC Rules. Operation is subject to the following two

conditions: (1) this device may not cause harmful interference, and (2) this device must accept

any interference received, including interference that may cause undesired operation.

WARNING: Changes or modifications to this product not expressly approved by the party responsible

for compliance could void the user’s authority to operate this equipment.

NOTE:: This equipment has been tested and found to comply with the limits for a Class B digital

device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection

against harmful interference in a residential installation. This equipment generates, uses, and can radiate

radio frequency energy and, if not installed and used in accordance with the instructions, may cause

harmful interference to radio communications. However, there is no guarantee that interference will not

occur in a particular installation. If this equipment does cause harmful interference to radio or television

reception, which can be determined by turning the equipment off and on, the user is encouraged to try

to correct the interference by one or more of the following measures:

- Reorient or relocate the receiving antenna.

- Increase the separation between the equipment and receiver.

- Connect the equipment into an outlet on a circuit different from that to which the receiver is

connected.

- Consult the dealer or an experienced radio TV technician for help.

This Class B digital apparatus complies with Canadian ICES-003.

Cet appariel numerique de la classe B est conforme a la norme NMB-003 du Canada.

Lathem Time Corporation

200 Selig Drive, SW

Atlanta, Georgia USA 30336

(800) 241-4990

(404) 691-0400

www.lathem.com

08-13-2010

P/N: USG0029

Contents

QUICK START SETUP........................................................................................V

TERMINAL INSTALLATION................................................................................V

TERMINAL STARTUP........................................................................................VI

SOFTWARE INSTALLATION............................................................................VII

WELCOME........................................................................................................... 9

PACKAGE CONTENTS..................................................................................... 15

SYSTEM REQUIREMENTS...............................................................................16

INSTALLING PAYCLOCK EZ...........................................................................17

OPTIONAL PAYCLOCK CLIENT INSTALLATION........................................... 21

INSTALL THE FACEIN TERMINAL .................................................................. 23

FACEIN TERMINAL STARTUP......................................................................... 25

OPEN PAYCLOCK EZ....................................................................................... 30

CONFIGURE PAYCLOCK EZ........................................................................... 33

NAVIGATING PAYCLOCK................................................................................ 38

ADDING EMPLOYEES...................................................................................... 41

SETTING UP EMPLOYEE SCHEDULES.......................................................... 48

CREATING AND ASSIGNING ACCRUAL POLICIES.......................................56

UPDATING THE TERMINAL............................................................................. 60

REGISTERING EMPLOYEES AT THE TERMINAL..........................................61

USING THE FACEIN TERMINAL......................................................................66

POLLING THE TERMINAL................................................................................ 67

THE TIMECARD BUTTON ................................................................................ 68

EXPRESS TIMECARD.......................................................................................69

THE CLASSIC TIMECARD................................................................................ 72

EDITING TIME CARDS...................................................................................... 77

EDITING WITH THE EXPRESS TIME CARD....................................................77

EDITING WITH THE CLASSIC TIME CARD..................................................... 81

SEARCHING FOR EXCEPTIONS..................................................................... 90

USING THE EXPRESS TIME CARD TO FIND MISSING PUNCHES ............... 90

USING THE CLASSIC TIME CARD EXCEPTION FILTER............................... 91

THE GLOBAL EDITS BUTTON......................................................................... 96

RUN REPORTS ............................................................................................... 100

EXPORTING DATA ......................................................................................... 110

CLOSE A PAY PERIOD .................................................................................. 111

BACKING UP AND ARCHIVING..................................................................... 113

SETTING UP A MULTI-USER SYSTEM..........................................................116

GETTING HELP............................................................................................... 122

CHECKING SYSTEM REQUIREMENTS......................................................... 125

APPENDIX A - EXPORTING PUNCH DATA TO A USB FLASH DRIVE........ 126

APPENDIX B - ADDING EMPLOYEES AT THE FACEIN TERMINAL ........... 128

APPENDIX C - DISABLING THE TERMINAL ALARM................................... 130

APPENDIX D - CHANGING THE TIME FORMAT ON THE TERMINAL......... 131

APPENDIX E - CHANGING THE DATE FORMAT ON THE TERMINAL........ 132

APPENDIX F - DISABLING DAYLIGHT SAVINGS......................................... 133

APPENDIX G - FACEIN TERMINAL AUTO TEST.......................................... 134

APPENDIX H - TERMINAL SPECIFICATIONS...............................................138

GENERAL TROUBLESHOOTING .................................................................. 139

HARDWARE TROUBLESHOOTING............................................................... 140

SOFTWARE TROUBLESHOOTING ...............................................................142

INDEX .............................................................................................................. 149

document in whole or in part is strictly prohibited. This document may contain

typographical or copy errors. PayClock, Lathem, the Lathem logo, and all other Lathem

product names mentioned in this document are registered trademarks of Lathem Time

Corporation. All other products, brand names, or company names mentioned in this

document are properties and trademarks or registered trademarks of their respective

companies.

Quick Start Setup

Terminal Installation

1

Separate the mounting-plate

from the FaceIN terminal by

removing the Philips head

screws. Retain the screws for

later. (See page 23 for more

details.)

2

Install the mounting-plate to the

wall using the supplied wall-

mount screws. Note: For best

visibility the bottom screws of

the mount should be about 45

inches from the floor.

45

inches

3

Plug the RJ45 network cable

into the Ethernet port and the

Power Adapter plug into the

Power Adapter port which is

located in the compartment on

back of the terminal.

4

Align the FaceIN terminal with

the pins on the mounting-plate

and secure the two together with

the 2 Philip head screws. Be

careful not to pinch the AC cord.

When finished, plug the Power

Adapter into an AC wall outlet.

Verify the contents of your system. (For more detailed

information turn to page 15.)

Terminal Startup

5

6

-Set up the network communications-

·Press the MENU key, the Functions

Menu will open.

·Press 4, the System Setting menu will

open.

·From the System Setting menu, press 2 -

Set Network.

·Enter the IP Address for the terminal and

press OK.

·Enter the Mask Code and press OK.

·Enter the Gateway Address and press

OK.

·The terminal will automatically restart.

(For more detailed information turn to

page 25.)

Note: You may have to contact your

network administrator if you are unsure

how to set up the network

communications.

-Set up the first Administrator-

·Press the MENU key, the Functions

Menu will open.

·Press 1, the Set Admin menu will open.

·From the Set Admin menu, press 1 -

Admin 1.

·Position your face and follow the

prompts.

(For more detailed information turn to

page 26.)

Software Installation

7

8

9

-Open PayClock-

Open the PayClock EZ software by

clicking on the PayClock Icon. The default

password is lathem. (For more detailed

instructions turn to page 30.)

Verify your computer meets the

Minimum System Requirements listed in

this User Guide, turn to page 16.

Important - Make sure your screen saver is

not showing before inserting the installation

CD’s.

Install the PayClock EZ Software. (For

more detailed instructions turn to page 17.)

When the Windows .Net Framework is

installing DO NOT click Cancel on the

“Download and Install Programs” window.

If you click Cancel the installation will not

complete.

If your computer has more than one

network adapter (NIC) installed, select the

adapter you wish to use from the window

that displays. If you are unsure which

adapter to select contact your network

administrator. Click Finish after selecting

the adapter from the list.

Vista / Windows 7 Note: After rebooting

you may see “Windows Security Alert”

messages related to PayClock, click

Unblock and on the User Account Control

message click Continue.

Open and close the CD-ROM

drawer if the CD is not

recognized when it is inserted.

10

11

12

13

-Configure the PayClock software-

Define your software preferences using

the EZ Setup Wizard the first time you

open PayClock EZ or use the Setup

button group. (For more detailed

instructions turn to page 33.)

-Add the FaceIN terminal to PayClock -

Open the FaceIN Terminal Manager and

add the FaceIN terminal. (For more detailed

instructions turn to page 37.)

-Registering Employee Faces-

After adding the employees in PayClock,

register their faces at the terminal.

·Press the MENU key, and verify the

administrator’s face.

·After verification the Functions Menu will open.

·Press 2, the User Management menu will open.

·Press 2, the Modify User screen will open.

·Using the numeric keypad enter the desired

employee’s badge number and press OK.

·The employee’s name will display, press OK.

·Select the verification method, have the

employee position their face and follow the

prompts. (See page 61 for details.)

·Press ESC at the “Permit Open Door?”

Prompt.

·Press OK at the “Permit Attendance?” Prompt.

·Press ESC, ESC and ESC when finished.

(For more detailed instructions turn to page

61.)

-Adding and Editing Employees-

Add and edit employees using the

Employees button. To add a new

employee, click New and then enter the

employee data. After adding an employee,

assign them to the FaceIN terminal and

update the terminal. (For more detailed

instructions turn to page 41.)

PAYCLOCK FACE RECOGNITION SYSTEM

9

Welcome

Product Overview

Congratulations on the purchase of your new Lathem PayClock EZ

Time and Attendance System. This system will allow you to record

and manage employee attendance records with ease and simplicity.

Included in this package is the PayClock EZ with the FaceIN

Terminal Manager software, which you will use to manage data and

the FaceIN terminal. This software will allow you to view, edit, sort,

and print attendance records within one window.

The FaceIN terminal connects to your network (LAN - PayClock

software and FaceIN terminal have to be on the same subnet) for

communications with the PayClock software. The terminal utilizes an

“embedded facial recognition” system, meaning that employees will

punch in and out by presenting their face in front of the terminal’s

“Dual Sensors”. The FaceIN terminal validates the face image and

records the punch. When you’re ready, you simply poll the terminal to

add the punches to the database.

IMPORTANT

The FaceIN terminal operates independently from the computer

where the PayClock software resides. The employee punches are

retained in the terminal’s memory and when you are ready simply poll

the terminal.

The FaceIN terminal offers a large color LCD display that displays

employee information along with an audio prompt. Upon a

successful validation, the display will show the employee’s name, time

of punch and an audio prompt identifying a successful punch.

PayClock EZ uses an “open schedule” to calculate employee time

and attendance. This means that an employee’s schedule begins with

his/her first punch and ends a set number of hours later. The

employee is able to punch in and out freely during his/her schedule.

So, using a 14 hour maximum work day, if an employee clocks in at

8:00am, his/her schedule remains open for punches until 10:00pm.

PAYCLOCK FACE RECOGNITION SYSTEM

10

System Features

The FaceIN terminal is the latest innovation in automated time and

attendance systems. Combined with the PayClock EZ software,

managing time records is quick and efficient. Your new system

offers a number of unmatched features:

• Embedded facial recognition system - Advanced DSP

technology keeps the image processing and matching on the

terminal.

• Accurate and fast identification - The industries leading

“Dual Sensor” facial recognition technology.

• Reliable performance under different light environments -

The terminal can work in different light conditions even in

the dark. Over one year of market testing.

• Flexible I/O interfaces - Internet Protocol (TCP/IP) enables

communications over the LAN. USB allows for employee

data upload or punch download using a USB flash drive.

• User friendly design - 3.5 inch color LCD screen for face

positioning with voice prompt. No-touch authentication for

the ultimate in hygiene.

• Easy-to-use PayClock EZ software automatically calculates

worked hours including overtime, tracks sick and vacation

time and provides dozens of standard time and labor reports

• Export hours directly from the PayClock EZ software to

most major payroll providers including ADP and Paychex

• PayClock EZ software offers seamless integration with the

QuickBooks accounting products for a complete “punch-to-

paycheck” solution

• Comprehensive support agreements minimize technical

difficulties

• Numerous Accessory options further enhance the

functionality of your FaceIN terminal

PAYCLOCK FACE RECOGNITION SYSTEM

11

Upgrades

If you find that you need to accommodate more employees in your

system or if you would like enhanced software capabilities, consider

purchasing a software upgrade for your system. Lathem’s upgrade

packages, PayClock EZ and PayClock Pro offer the following enhanced

features.

• Increased employee capacity - You can increase your

PayClock EZ software’s employee capacity up to 150

employees.

• Custom Exports - If you need Lathem to make an export file

specific to your company, you can purchase a custom export.

Call Lathem to learn more about custom exports.

• Multi-User Option - By default, PayClock EZ is a single user

system. To set up PayClock EZ as a multi-user system, simply

purchase one of the concurrent user options. The options

available can support up to 3 or 6 concurrent users. The

concurrent user licenses allow multiple users to log in and use

the PayClock software on the same computer and to access

PayClock from different computers on your network.

• Upgrade to PayClock Pro - After using your PayClock

system, you may find that you want to upgrade to allow for

more employees or software features. It is as simple as

selecting the features and calling Lathem Time or entering a

credit card number.

Upgrading is as easy as visiting http://shop.lathem.com or License

Manager and selecting the software you would like to purchase.

Download your software upgrades and instantly activate upon receipt

of online payment.

PAYCLOCK FACE RECOGNITION SYSTEM

12

Accessories

Lathem offers accessories to further enhance your PayClock Face

Recognition system. Visit http://shop.lathem.com to purchase

additional accessories.

Getting Help

You can access technical support and answers to your issues in a number

of different ways. In addition to resources within the PayClock EZ

software, assistance may be accessed online, via email, via telephone, or

through your Lathem dealer. Don’t forget that Lathem also offers annual

support contracts.

PayClock Interactive Help System Viewer

The Interactive Help System Viewer allows you to search through an

index of help topics to locate the answer you need.

To launch the Interactive Help System Viewer, select Help from

the Ribbon Bar or select the button next to an unfamiliar term.

PAYCLOCK FACE RECOGNITION SYSTEM

13

Troubleshooting

For answers to Frequently Asked Questions, refer to the

Troubleshooting section of this User Guide on page 139.

Online and Email Support

Lathem.com provides access to numerous support resources that will

allow you maximize your use of PayClock EZ. Help may be accessed

by visiting the following link:

http://support.lathem.com

On the Support page, you may also submit a question through our

online knowledgebase and one of our technicians will respond to

your inquiry within 24 hours. Email support is free to all registered

users of Lathem products.

Telephone Support

Lathem offers technical support between the hours of 8am and 7pm

Monday through Friday. Please call (800) 241-4990 to speak with

our support team. You will receive free technical support for the

first 30 days after your initial call. After that period, you may

purchase an Annual Support Agreement, which will cover all calls for

one year, or you may pay a per-call fee.

Annual Support Agreements

Lathem support contracts are designed to keep your FaceIN terminal and

PayClock software working seamlessly. For a single annual fee, your

Support Agreement offers the following advantages:

• Unlimited toll-free telephone support (versus a per-call fee)

and priority status for calls

• Unlimited access to Lathem’s extensive library of web-based

tips and FAQs

PAYCLOCK FACE RECOGNITION SYSTEM

14

• Free software updates and version upgrades during the

Support Period, giving you free access to the most current

software features

• Quick exchanges for damaged or broken terminals, thereby

reducing downtime

• Extended parts and labor warranty helps you to save money

on repairs needed after the regular product warranty has

expired

To learn more about Lathem support contracts and to make a

purchase, contact us at (800) 241-4990 or visit

http://www.lathem.com/support/support-plans.aspx

PAYCLOCK FACE RECOGNITION SYSTEM

15

Package Contents

Please verify that your package includes ALL of the following items.

If your package is missing an item, please call Lathem technical

support at (404) 691-1065.

Recommended Installation Tools

Installation & User’s Guide

FaceIN Terminal

(with mounting-plate)

AC Wall

Adapter

PayClock Software CD

Tape Measure

Pencil

Philips Head

Screw Driver

Optional-Power

Drill & Drill Bits

(4) Screws to install the mounting- plate to the

wall

(4) Anchors (use for masonry wall installation only)

(2) Philips Head screws to install the FaceIN

terminal to the mounting-plate

PAYCLOCK FACE RECOGNITION SYSTEM

16

System Requirements

You must verify that your system meets ALL of the minimum

requirements listed below. If your system does not meet these

minimum requirements, do not install the software! For steps to

check your system, see Page 125.

Requirements:

y Operating System: Microsoft Windows 32-Bit or 64-Bit

 XP Pro / Home - SP2 or later

 Vista

 Windows 7

 Server 2003 (Standard or Enterprise Edition)

y CPU: Intel Pentium 500MHz or higher

(1 GHz Pentium processor recommended)

y Memory: 512 MB of RAM or higher

(1 Gb recommended)

y Hard Disk Drive: 200 MB of free hard disk space

(500 MB of free hard disk space recommended)

y Monitor: 256 Color 800x600 or higher resolution display

y CD-ROM Drive: 4x CD-ROM or better

y Browser: Internet Explorer 5.0 or Higher

y Mouse or other pointing device

y Network adaptor configured for TCP/IP

y Hi-Speed Internet Connection (for online Features/Services)

Important Note about Firewall Software!

If you are using firewall software, you may need to unblock or allow access to a

number of PayClock application files. The PayClock installation automatically

exposes the typical application (*.exe) files if you are using the Windows built in

firewall. Note: When we configure PayClock in the Windows built in firewall, we do

not open specific ports. Instead we expose the application (*.exe) file. This insures

that the necessary available ports will be open when needed.

PAYCLOCK FACE RECOGNITION SYSTEM

17

Installing PayClock EZ

PayClock EZ is set up by default as a single user system with one default

user account, Administrator. The Administrator account gives the user

full access to PayClock. To set up PayClock EZ as a multi-user system

you must purchase a concurrent user feature. The concurrent user feature

options available are for 3 or 6 users. These concurrent user licenses

allow multiple users to log in and use the PayClock software and to

access PayClock from different computers on your network.

The PayClock EZ CD-ROM contains the full install as well as the

client install. The Full and Client installations are described below.

PayClock EZ Full Install

The Full Install loads the client and server application as well as

your database. Select this option when only one computer is used

in your setup.

PayClock EZ Client Install

The Client Install loads the client application. The PayClock

Server must be installed before installing the Client software.

Note: Only select this install option if you have purchased a

concurrent user feature.

Note: To activate PayClock EZ as a multi-user system, see

page 116 - Setting up a Multi-User System. Additional license

fess may apply.

Continued on next page

PAYCLOCK FACE RECOGNITION SYSTEM

18

PayClock EZ Full Install

 Run the PayClock Setup Program

• Go to the computer where you want to install PayClock.

• Make sure your screen saver is not showing before inserting the

PayClock CD.

• Insert the PayClock CD-ROM in the CD-ROM drive. Note: If

you are installing on Windows Vista or Windows 7 you may have

to click Allow or Yes at the User Account Control confirmation

window.

• The Setup program should run automatically. If not, follow the

steps below.

y Windows XP - Click Start | Run from the Windows task

bar.

y Windows Vista or 7 - Click Start | All Programs |

Accessories | Run from the Windows taskbar.

y At the command line, type D:\Setup.exe where D: is

enter the letter of the drive for your CD-ROM. To

determine the letter of your CD-ROM click Start>My

Computer.

y Click OK.

 Install Microsoft .NET Framework 3.5 SP1

• Click Continue at the Lathem USB Terminal Manager Setup

– Required Files: Microsoft .NET 3.5 SP1 Framework

window.

Note: You will not see this window if the .NET Framework 3.5 SP1

is already installed on the computer.

• At the Welcome window, read the license agreement and

select I have read and ACCEPT the terms of the License

Agreement, then click Install.

Continued on next page

PAYCLOCK FACE RECOGNITION SYSTEM

19

• The installation will begin. Note: The installation of the

Microsoft .Net Framework software could take several

minutes please be patient.

• At the Setup Complete window, click Exit.

 Follow the Setup Steps

• From the main window click on Full Install.

• At the Welcome screen, click Next to move forward.

• Read the License Agreement and select I Accept to move

forward.

• Select a Destination Folder where you want to install the

PayClock EZ software. The default location for PayClock EZ to

be installed is the C:\PAYCLOCK folder. To change where

PayClock EZ will be installed, click Browse to locate your

preferred folder.

• Once you have specified a destination folder, click Next to move

forward.

• At the Start Installation screen, click Next.

• The installation will begin and a series of windows will display.

Continued on next page

Important - Do

not click Cancel

on the

Download and

Install Programs

window. If you

click cancel the

installation will

not complete.

PAYCLOCK FACE RECOGNITION SYSTEM

20

• If your computer has more than one network adapter (NIC)

installed, select the adapter you wish to use from the window that

displays. If you are unsure which adapter to select contact your

network administrator. Click Finish after selecting the adapter

from the list.

• The PayClock Server Connection Manager icon will

appear, indicating that PayClock has been successfully installed.

This icon will display when you log in to Windows, but the

PayClock Server will run without being logged in to Windows.

• To complete the installation of the PayClock EZ software, click

Finish.

Windows Vista & Windows 7 Rebooting Note: After rebooting

you may see “Windows Security Alert” messages relating to

PayClock, click Unblock and on the User Account Control Message

click Continue.

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Lathem FR700 Installation guide

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